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Apps We Work With

Results Integrations

Results seamlessly integrates with the tools and apps you use every day, ensuring your business runs smoothly and efficiently. Explore our integrations to discover how we connect with your favorite platforms to streamline workflows and boost productivity.

QuickBooks Integration

Results integrates bi-directionally with QuickBooks Online and QuickBooks Desktop. This integration allows users to work within the system of choice and allows both systems to remain uptodate with information for contacts, jobs/projects, items/pricing, invoices, payments, and more! Limit the number of QuickBooks users while ensuring your team can access the functionality and history they need, and has up-to-date and accurate information, no matter which system they are in.

Eliminate double data entry

Works wtih QuickBooks Online or QuickBooks Desktop

Improve data accuracy

Other Results Integrations

Outlook Integration

By connecting Microsoft Outlook with Results, email conversations are easier to track. Important emails can be neatly filed under each contact’s email history so everyone can see (and remember) the conversation history

Gmail Integration

The Results Gmail integration quickly converts any email into an action item and centralizes all communications. Results users can reference past conversations with others in the company to better understand the client history. The integration also allows users to schedule follow up from various conversations. 

Avalara AvaTax Integration

The AvaTax integration enhances accuracy and compliance by automatically calculating sales tax within Estimates, Sales Orders, and Invoices. It validates shipping addresses, determines item-level taxable amounts and exemptions, and supports both U.S. and international tax rules. System admins can control the frequency and type of AvaTax calls, with all interactions logged in a detailed Audit Log.

Text/SMS Integration

The Text/SMS integration enables seamless communication to send messages directly from Results to any contact. Each message, along with related information, is automatically recorded in Results. This eliminates the need to use personal accounts, ensuring that all communications are centrally visible and the full message history is transparent—showing exactly what was sent, to whom, and by which user.

 

Calendly Integration

Every time a new Calendly meeting is scheduled, the Results Calendly integration will create a new Results activity record under the appropriate contact record. This integration saves time by automatically tracking client meetings and appointments and improves contact record accuracy and follow-up.

WhatsApp Integration

This integration allows seamless and effective communication by allowing messages to be sent to any contact with a copy of the message, and related information, captured in Results.  Messages can be sent from Results instead of from individual accounts that are only visible to the sender.  With the centralized message history, it becomes clear what was said/sent to the contact and by whom.

AWESOME REVIEWS

Integration Testimonials

…For QuickBooks users, the integration component is extremely robust; more so than many products I have looked at or worked with in the past… Results navigation and search functionality are simple and allow you to easily and rapidly access the data you desire… My support experience was phenomenal.

Steve Green

Intuit-Certified Third-Party App Analyst & QuickBooks Certified ProAdvisor